Shine Investment Advisory Services’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $327K | Buy |
2,638
+655
| +33% | +$81.2K | 0.11% | 93 |
|
|
2020
Q2 | $221K | Sell |
1,983
-273
| -12% | -$30.4K | 0.08% | 114 |
|
|
2020
Q1 | $218K | Sell |
2,256
-136
| -6% | -$13.1K | 0.1% | 105 |
|
|
2019
Q4 | $346K | Buy |
2,392
+241
| +11% | +$34.9K | 0.14% | 92 |
|
|
2019
Q3 | $280K | Sell |
2,151
-130
| -6% | -$16.9K | 0.13% | 88 |
|
|
2019
Q2 | $318K | Sell |
2,281
-929
| -29% | -$130K | 0.15% | 85 |
|
|
2019
Q1 | $356K | Buy |
3,210
+411
| +15% | +$45.6K | 0.17% | 80 |
|
|
2018
Q4 | $307K | Hold |
2,799
| – | – | 0.15% | 79 |
|
|
2018
Q3 | $327K | Buy |
2,799
+26
| +0.9% | +$3.04K | 0.17% | 79 |
|
|
2018
Q2 | $291K | Hold |
2,773
| – | – | 0.15% | 79 |
|
|
2018
Q1 | $279K | Sell |
2,773
-273
| -9% | -$27.5K | 0.15% | 81 |
|
|
2017
Q4 | $327K | Buy |
3,046
+305
| +11% | +$32.7K | 0.16% | 76 |
|
|
2017
Q3 | $270K | Hold |
2,741
| – | – | 0.14% | 80 |
|
|
2017
Q2 | $291K | Sell |
2,741
-288
| -10% | -$30.6K | 0.15% | 74 |
|
|
2017
Q1 | $343K | Buy |
+3,029
| New | +$343K | 0.23% | 61 |
|